Peta Nunn Financial Planner Report

Name:
Peta Ann Nunn

Rep Number:
000264480

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2005-07-01 onwards

Licensee
Name:

Number:
000236551

ABN:
88 086 643 058

Appointed By
Name:
Perks Wealth Management Pty Ltd

Licence Number:
000236551

ABN:
88 086 643 058

May advise on following product areas:
Non-basic Deposit Products
Derivatives
FHSA Issued non ADI
Foreign Exchange Contracts
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Non-Standard Margin Lending Facility
Standard Margin Lending Facility
Miscellaneous Financial Investment Products
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
CFP Certification Program
Financial Planning Association
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)